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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,760 | $97,550-77.7% | $120,344-81.9% | $87,485-75.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 13.37% | 18.41%-5.0pp | 20.30%-6.9pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,375 | $2,291-40.0% | $3,020-54.5% | $2,596-47.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,818 | $9,543-39.0% | $12,742-54.3% | $7,775-25.2% |